Skip to main content
Glama
Lunar-Software-Solution

QuickBooks Online MCP Server

update_transfer

Modify an existing transfer in QuickBooks Online using its ID and sync token, with options to update source/destination accounts, amount, or private note.

Instructions

Update a transfer in QuickBooks Online.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
paramsYes
companyNoTarget QuickBooks company as its realm ID (e.g. 1234567890123456). Optional — if omitted, the connection's default company is used.
Behavior1/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

No annotations provided, so the description carries full burden. It only restates the tool's name without disclosing any behavioral traits such as concurrency control via sync_token, permission requirements, or effects of updates.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness2/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Extremely concise but lacks necessary detail. One sentence may be too minimal for users to understand the tool's purpose and usage.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness1/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Given the complexity of updates (concurrency, partial updates) and no output schema, the description is entirely inadequate. It does not explain return values, allowed modifications, or error handling.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters3/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

The input schema already provides clear descriptions for all parameters. The description adds no additional meaning beyond the schema, but with full schema coverage, a baseline of 3 is appropriate.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose4/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states the action (update) and resource (transfer) in QuickBooks Online. It is not a tautology and is specific enough to distinguish from other update tools for different resources.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines2/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

No guidance on when to use update versus create or delete transfers. No criteria for updates, prerequisites, or context for usage relative to other transfer tools.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

Install Server

Other Tools

Latest Blog Posts

MCP directory API

We provide all the information about MCP servers via our MCP API.

curl -X GET 'https://glama.ai/api/mcp/v1/servers/Lunar-Software-Solution/qbo-mcp-multicompany'

If you have feedback or need assistance with the MCP directory API, please join our Discord server